Make it easy for Sales to stay in touch with professional, on-brand messages. Create pre-approved email templates so that your Sales reps can send branded email messages in just a few clicks.

Create a Folder for Sales

You can create a folder with email templates that will show to Sales in Act-On email tools like Act-On Anywhere or your CRM Integration.

To create a new folder:

1. Click Content > Email Templates.
2. Click on the Plus symbol to add a new folder.
3. Type the name for the new folder, and click the Check Mark symbol.
   
   

To show the folder to Sales:

1. Click Content, and choose Email Templates.
2. Click the Cloud icon and toggle the folders to enable use for sales users.